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FA News Articles
U.S. Wealth Management Adds Two Firms
by FA StaffU.S. Wealth Management, an independent network of wealth managers based in Boston, has added two new financial advisory practices to its platform.
Napfa Selects Three Board Members
by FA StaffAnne Gibson, Tim Kober and J. David Lewis to join Napfa board of directors on September 1.
Half Of Oldest Boomers Retired
by Karen DeMastersMore than half of the first wave of baby boomers are fully retired, according to a new study by MetLife Mature Market Institute.
Awareness Of 529 Plans Shrinking, Survey Says
by Karen DeMastersThe percentage of people who know what 529 college savings plans are is shrinking, according to a recent survey by Edward Jones.
Tax-Code Changes Should Focus On Unjustified Breaks, Levin Says
by Bloomberg NewsDemocratic Senator Carl Levin said an overhaul of the U.S. tax code would be difficult to accomplish and instead lawmakers should focus on curbing “unjustified” tax breaks.
Twitter Introduces Website Security Tool After AP Account Hacked
by Bloomberg NewsTwitter Inc. is adding a new security tool to its Web site, making it harder for outsiders to gain access to accounts, a month after a false posting triggered a stock-market decline.
Cash Piles Up As U.S. CEOs Play Safe With Slow-Growth Economy
by Bloomberg NewsCorporate cash hoarding is up and capital spending on plants and equipment is down, which suggests executives lack the need or confidence to invest.
Emerging Stocks Head For Biggest Drop In 10 Months On China Data
by Bloomberg NewsShrinking Chinese manufacturing and worries about scaled back stimulus have cut demand for riskier assets.
Wall Street Seeks To Change Dodd-Frank Rules Through Trade Talks
by Bloomberg NewsU.S. bankers and insurers are trying to use trade deals, which can trump existing legislation, to weaken parts of the Dodd-Frank Act designed to prevent a repeat of the 2008 financial crisis.
Senate Leaders Millionaires In Financial-Disclosure Reports
by Bloomberg NewsSenate Majority Leader Harry Reid and Minority Leader Mitch McConnell both reported their net worth in the millions of dollars as the U.S...
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
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Five Ideas To Create Opportunity
Retirement plan advisors have a tremendous opportunity to retain and grow business. + Read more
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What Advisors Can Do To Encourage ‘Money Talks’
If you don’t prompt your clients to talk about money during life’s transitions, they can potentially lose their money and their family. Here are 15 questions you can ask to get them talking. + Read more

